Asset Dedication, LLC DFAX Holdings History
Asset Dedication, LLC's Dimensional World ex U.S. Core Equity 2 ETF Holding Summary
As of 2025-03-31, Asset Dedication, LLC held 2.17 Mil shares of Dimensional World ex U.S. Core Equity 2 ETF(DFAX), totaling $56.97 Mil. This investment constitutes 4.62% of their stock portfolio, and Asset Dedication, LLC now holds 0.75% of the outstanding Dimensional World ex U.S. Core Equity 2 ETF(DFAX) stock.
The initial trade took place in 2021Q3. And since then Asset Dedication, LLC has made 11 purchases of DFAX, at an average price of $23.91, for a total of 2.77 Mil shares. In addition, there have been 5 sales at an average price of $25.15 for 594,086.00 shares. Based on historical transaction data and DFAX's current price of $29.63, Asset Dedication, LLC's estimated gain on his DFAX holdings is $13.18 Mil, reflecting a 19.90% gain to date.
Asset Dedication, LLC DFAX ($29.63) Holding Chart
Asset Dedication, LLC DFAX ($29.63) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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